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Difference between revisions of "Billing"
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| − | == | + | ==Changing the sequential numbers== |
| + | By default GO creates a number like Q200900001 for a quote and I200900001 for an invoice. You can change this number at: | ||
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| + | Settings -> Books -> Double click book | ||
| + | |||
| + | %y will be subsituted by the full 4 digit year. | ||
| + | |||
| + | ==Setting up templates and statuses== | ||
First you've got to setup PDF and e-mail templates. Templates are linked to order statusses. Each order status has a unique e-mail template and a linked PDF template. When you change an invoice to another status the PDF and outgoing e-mail will change as well to match that status. | First you've got to setup PDF and e-mail templates. Templates are linked to order statusses. Each order status has a unique e-mail template and a linked PDF template. When you change an invoice to another status the PDF and outgoing e-mail will change as well to match that status. | ||
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To change an e-mail template or to link another PDF template to an order status goto: | To change an e-mail template or to link another PDF template to an order status goto: | ||
| − | Billing -> Settings -> Double click the book -> | + | Billing -> Settings -> Double click the book -> Statuses |
Revision as of 09:17, 27 January 2009
Changing the sequential numbers
By default GO creates a number like Q200900001 for a quote and I200900001 for an invoice. You can change this number at:
Settings -> Books -> Double click book
%y will be subsituted by the full 4 digit year.
Setting up templates and statuses
First you've got to setup PDF and e-mail templates. Templates are linked to order statusses. Each order status has a unique e-mail template and a linked PDF template. When you change an invoice to another status the PDF and outgoing e-mail will change as well to match that status.
When the billing module is installed it creates some default books and templates. To change a PDF template goto:
Billing -> Settings -> Double click the book -> Templates
When you change the logo you should use a logo that is about twice as big as the logo appears on screen. After you uploaded the logo you should divide the detected image size by 2. (Select the logo, click 'Apply', divide the detected values, click 'Ok' or 'Apply' again.
To change an e-mail template or to link another PDF template to an order status goto:
Billing -> Settings -> Double click the book -> Statuses
